Loan Document Specialist

About the role

Job Summary: This role ensures the accuracy and completeness of loan documents, maintaining an organized system for document processing, and supporting our commitment to providing exceptional service to our members.

Responsibilities

• Prepare appropriate title release letters and other letters for members as needed with accuracy and detail.
• Process and sort mail to appropriate Loan Services teams
• Accurately process daily batch jobs for all funds received on loan payoff checks, and insurance checks.
• Process incoming vehicle titles. Verify title for accuracy and file in title cabinets.
• Verify and deliver titles or checks to the dealer/member in the lobby when requested and verify loan has paid off.
• Process vehicle titles when loan paid off.
• Mail title if needed after verifying proper address.
• Perform loan support in accordance with policies, established procedures, and interpreting regulations while meeting all deadlines and performance expectations.
• Provide exceptional service to internal and external members in alignment with the Credit Union's core values.
• Support the member and Credit Union staff by responding to document related support requests with accuracy and professionalism.
• Scan various loan documentation to in-house imaging system.
• Scan insurance policies to Allied Insurance Solutions.
• Verify all required paperwork for all new loans, GAP contracts, MRC contracts are in the in-house imaging system.
• Prepare certified mail and Federal Express packages.
• Verify and deliver titles or checks to the dealer/member in the lobby when requested and verify loan has paid off.
• Support document management policy compliance
• Process returned mail by flagging accounts and noting those requiring address updates.
• Update member addresses in the system as needed.
• Process checks before end of day (Loan payments, deposits)
• Performs other duties as assigned.

Skills

• Excellent organizational skills
• Strong proficiency with Microsoft Office applications.
• Familiar and comfortable with information technology, particularly digital means of communication.
• Strong organizational skills in managing multiple initiatives.
• Strong analytical and problem-solving skills.
• Strong attention to detail and accuracy in handling and reviewing loan documents
• Ability to accurately balance work before leaving for the day.
• Able to work independently

Qualifications

• Minimum six months experience financial institutions, lending, processing or other related experience
• Minimum of high school degree or GED or more than six months of related experience in lieu of education

Requirements

• Knowledge: Familiarity with loan documents
• Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 20 pounds at times.

Pay

Salary Description: $17.36 - $21.70 / Hour (DOE)